Close discipline
Monthly review standards, reconciliations, accruals, prepaid items, and reporting deadlines are organized into a dependable cadence.
Fractional Controller Services
Financial clarity for companies ready to grow.
TruePoint Finance helps business owners transform accounting data into reliable reporting, cash visibility, operational insight, and better executive decisions.
Controller Oversight
Cash Flow
KPI Reporting
Controller OversightFinancial discipline, close structure, and leadership-level review without a full-time hire.
Executive ReportingMonthly reporting packages that translate financial activity into clear business decisions.
Forward PlanningCash flow forecasting, budgeting, and scenario analysis for confident growth decisions.
How TruePoint Creates Clarity
A controller process built for repeatable financial clarity.
TruePoint is designed around a consistent monthly rhythm: cleaner accounting review, stronger reporting, better cash visibility, and practical financial leadership owners can actually use.
Plain-English interpretation
Financial statements are translated into margin, cash, revenue, and operating insights leadership can act on.
Forward visibility
Cash flow, runway, capacity, and budget expectations are reviewed before decisions become urgent.
Documented standards
The process is built as a firm system, not a personality-driven advisory model, so clients receive a consistent experience.
Financial Leadership Assessment
How strong is your finance function?
Answer 10 questions to identify strengths, uncover blind spots, and see which TruePoint engagement may fit your current stage.
Question 1 of 10
Do you consistently close your books within 10 business days after month-end?
Your Financial Leadership Score
0 / 10
Developing
Likely strengths
Priority opportunities
Recommended engagement
TruePoint Financial Leadership
Save your score before scheduling
Send your assessment context to TruePoint before choosing a time so the discovery call starts with your current finance priorities.
Save Score and ScheduleController Cost Calculator
What does a full-time Controller really cost?
Salary is only part of the equation. Benefits, payroll taxes, recruiting, software, training, and overhead can make a full-time hire significantly more expensive than expected.
Open the standalone controller cost calculator or read the fractional controller cost guide for more context on how to interpret calculator ranges.
Estimated full-time Controller cost
$189,180
- Base salary$120,000
- Benefits$30,000
- Payroll taxes$9,180
- Recruiting$18,000
- Overhead$12,000
TruePoint Finance engagements
Planning range, not fixed pricing
- TruePoint IntelligenceAutomated insight
- TruePoint Intelligence ProAdvanced analysis
- TruePoint AdvisoryHuman leadership
- Hiring burdenIncluded
- Scalable supportIncluded
Estimated annual difference vs. fractional support planning range
$135,180
Based on comparing full-time cost with an illustrative fractional support planning range. Final engagement pricing is confirmed after discovery based on complexity, scope, systems, and reporting cadence.
Discuss Your Finance FunctionClient Experience
What working with TruePoint looks like.
A structured finance rhythm from discovery through ongoing executive reporting.
1
Discovery
We understand your business, finance function, systems, and decision-making needs.
2
Assessment
We review reporting, close process, cash visibility, and operating complexity.
3
Recommendation
You receive a clear recommendation aligned to Intelligence, Intelligence Pro, Financial Leadership, or Executive Advisory.
4
Onboarding
We gather access, build reporting rhythm, and establish communication standards.
5
Reporting
You receive monthly insight, KPI visibility, and practical financial recommendations.
Executive Reporting Preview
Reporting that turns financial data into decisions.
TruePoint reporting is designed for business owners and leadership teams. The goal is not more spreadsheets. The goal is faster understanding, better visibility, and clearer action.
Monthly Executive Report
Illustrative Preview
Revenue$842k+8.6%
Gross Margin41.2%+2.1%
Cash$318k14 weeks
Key insight: margin recovery is improving, but working capital timing should be monitored over the next two payroll cycles.
Industries
Built for growing operating businesses.
TruePoint works best with leadership teams that have outgrown basic bookkeeping and need stronger financial visibility.
What We Do
We bring controller-level structure to your finance function.
We are not a bookkeeping company. We provide the layer of financial leadership that helps owners understand performance, cash flow, profitability, and the decisions ahead.
01
Close & Controls
Monthly close discipline, financial statement review, reconciliations oversight, and stronger accounting processes.
02
Reporting & KPIs
Management reporting packages, KPI dashboards, financial commentary, and leadership-ready insight.
03
Forecasting & Strategy
Cash flow forecasting, budgeting, variance analysis, scenario planning, and executive decision support.
When to Call Us
Your CPA files your taxes. Your bookkeeper keeps the books. We help you run the business.
TruePoint is designed for owners who need better information, stronger finance rhythm, and more strategic support.
You do not trust the numbersReports are late, inconsistent, or difficult to interpret.
Cash is hard to forecastYou need visibility before issues become urgent.
Margins are unclearRevenue is growing, but profit is not easy to explain.
Growth needs structureYour company needs controller-level discipline without a full-time hire.
TruePoint Offerings
Choose automated financial intelligence or human financial leadership.
Start online when you want recurring financial insight. Schedule a consultation when you need controller, FP&A, or CFO-level support.
Intelligence
Intelligence Pro
Financial Leadership
Executive Advisory
TruePoint Intelligence
Executive Financial Intelligence
Automated monthly insights, financial health reporting, risk detection, forecasting, and executive guidance for growing businesses.
Software$399/mo
TruePoint Intelligence
Know what is happening in your business, why it is happening, and what deserves attention.
- Monthly Executive Financial Brief
- Financial Health Score and KPI dashboard
- Revenue, profit, cash flow, and risk analysis
- Executive recommendations and 30/60/90-day outlook
Software Pro$599/mo
TruePoint Intelligence Pro
Deeper forecasting, benchmarking, custom KPIs, and advanced financial analysis.
- Everything in TruePoint Intelligence
- Cash flow forecasting and scenario planning
- Custom KPIs and advanced profitability analysis
- Quarterly planning report and priority support
TruePoint Advisory
Human Financial Leadership
Controller, FP&A, and CFO-level support for businesses that need experienced financial leadership beyond automated reporting.
Advisory$3,500-$6,500+/mo
TruePoint Financial Leadership
A dedicated finance leader who helps turn insight into action.
- Includes TruePoint Intelligence Pro
- Fractional Controller and FP&A leadership
- Monthly advisory finance meeting
- Budgeting, forecasting, cash flow, and decision support
ExecutiveCustom
TruePoint Executive Advisory
CFO-level support for major strategic, capital, and growth decisions.
- Includes TruePoint Financial Leadership
- Fractional CFO support
- Board, investor, lender, and capital planning support
- Strategic planning, M&A, and special projects
QuickBooks records financial activity. TruePoint interprets the information, identifies risks and opportunities, and explains what management should do next.
Our Standard
Accurate numbers are only the starting point.
The real value is turning those numbers into practical decisions: when to hire, where cash is going, why margins changed, what to fix, and how to plan the next stage of growth.
Clean financial rhythm
Monthly close, reporting cadence, and financial accountability.
Decision-ready reporting
Clear dashboards and commentary built for leadership.
Forward-looking guidance
Forecasts, scenarios, and practical recommendations.
Latest Insights
Financial leadership guidance for growing businesses.
Explore practical guides, tools, and assessments built to help owners improve financial visibility.
Multi-Location Finance Dashboard
Compare location revenue, labor, margin, cash, same-location performance, and expansion readiness.
Use resourceOperating Working Capital Analytics
Connect AR, inventory, WIP, payables, margin, growth, and cash thresholds to the next management action.
Use resourceDistribution Finance Guide
Connect inventory turns, customer terms, supplier terms, margin leakage, working capital, and cash forecast decisions.
Read articleWorking Capital Forecasting by Industry
Compare how construction, manufacturing, services, distribution, healthcare, and SaaS businesses should forecast cash pressure.
Use resourceFinancial Intelligence Software vs. Advisory
Choose between Intelligence, Intelligence Pro, Financial Leadership, and Executive Advisory based on data readiness and finance ownership.
Read guideFAQ
Common questions from business owners.
Do you replace our bookkeeper?
Usually no. TruePoint sits above bookkeeping and provides controller-level oversight, reporting, forecasting, and financial leadership.
Are the prices shown on the calculator final quotes?
No. The calculator uses our current package ranges to help business owners understand the cost difference between hiring a full-time Controller and working with TruePoint. Final engagement pricing is confirmed after discovery and depends on scope, complexity, systems, and reporting needs.
What size business is a good fit?
We are best suited for growing businesses that have outgrown basic accounting but are not ready for a full-time Controller.
How quickly can we start?
Most engagements begin with a discovery call, proposal, agreement, onboarding, and an initial 30-day finance assessment.
Choose Your Path
Start with the right level of financial intelligence.
Use the online path when your books are current and you want recurring interpretation. Schedule a consultation when you need cleanup, controller ownership, FP&A, or CFO-level guidance.
Start TruePoint Intelligence
Best when you want an automated monthly executive brief, financial health score, KPI dashboard, and clear recommendations from existing accounting data.
- Monthly Executive Financial Brief
- Financial Health Score and KPI dashboard
- $399/month with Start Now checkout
Start TruePoint Intelligence Pro
Best when you need forecasting, custom KPIs, benchmarking, profitability analysis, and a sharper view of risks before decisions become urgent.
- Everything in TruePoint Intelligence
- Forecasting, benchmarks, and custom KPIs
- $599/month with Start Now checkout
Schedule advisory consultation
Best when reporting is unreliable, cash is tight, lender or board decisions are active, or leadership needs an assigned finance leader.
- TruePoint Financial Leadership
- TruePoint Executive Advisory
- Advisory clients receive Intelligence Pro
Ready for TruePoint Intelligence?
Start online when your books are current enough for monthly interpretation. Schedule a consultation when you need human financial leadership before choosing a path.